Breiter Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Breiter Capital Management’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-17,454	Closed	-$458K	–	87
2019 Q2	$458K	Buy	+17,454	New	+$452K	0.61%	49
2018 Q1	–	Sell	-20,934	Closed	-$585K	–	128
2017 Q4	$585K	Buy	+20,934	New	+$577K	0.84%	42

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Breiter Capital Management's SCHE Position: Q3 2019 in Review

Breiter Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2019, closing a stake of 17,454 shares — an estimated $458K sold.

Breiter Capital Management first reported a position in SCHE in Q4 2017 and held it in 2 quarters. The position peaked at $585K in Q4 2017. 555 funds tracked by Wall St. Rank hold SCHE as of Q3 2019.

Breiter Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
Breiter Capital Management sold 17,454 Schwab Emerging Markets Equity ETF shares in Q3 2019, an estimated $458K.
Breiter Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 2 quarters.
Breiter Capital Management's Schwab Emerging Markets Equity ETF position peaked at $585K in Q4 2017.
555 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2019.

Based on Breiter Capital Management's 13F filing for Q3 2019, filed 17 Oct 2019.